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We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

How to Save Tax $'s


Custom Tax Plan

When: Personalized for your situation (At your Request)
Where: Delivered Electronically within 48 - 72 hours after receiving your personal data questionaire
Cost: $1,500
 
Because you want strategies for savings and methods to implement those strategies, our tax planning service surveys your families, homes, jobs, businesses, and investments, then recommends specific strategies and concepts for reducing your income tax burden. We package those recommendations in a plain English personalized report, and based upon your decisions can provide written documentation on how to implement the strategies you really want and have the ability to implement.

Our Tax Planning Service also includes ongoing Client Alerts to update and maintain client’s improved financial position as the tax laws change.

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Fort Worth
(817) 698-9988

Carter Burgess Plaza
777 Main Street #600
Fort Worth, TX 76102

Weatherford
(817) 596-8887

We come to you
Watherford, TX

Mineral Wells
(940) 325-6800

2801 Hwy 180 East #20
Mineral Wells, TX 76067

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